Job Details

Join Legacy Harbor Advisors as a Remote Sales Client Representative. Build a rewarding career from your home office, guiding clients to crucial financial solutions.

We are a thriving force in the financial services sector, currently seeking highly motivated Remote Sales Client Representatives to expand our dedicated work-from-home team. If you're eager to make a tangible difference from your home office, assisting clients in securing vital financial solutions, this could be the perfect career move for you.

• Uncapped Commissions: Your effort directly shapes your income.

• True Work-from-Home Flexibility: Design your own schedule, work from anywhere.

• Qualified Leads Provided: Focus on clients; no cold calling!

• Robust Growth: World-class training and mentorship.

• Supportive Community & Wellness: Collaborate, plus options for life insurance and health benefits.

As a Remote Sales Client Representative, you'll connect clients with essential Life Insurance, Indexed Universal Life (IUL), and Annuities, all from your home office.

• Engage with pre-qualified clients virtually.

• Conduct consultations to understand client needs.

• Present tailored financial strategies via Zoom/phone.

• Guide clients from inquiry to plan implementation.

• Utilize CRM for efficient workflow.

• Excellent Virtual Communicators: Build rapport and convey complex info clearly.

• Self-Motivated & Accountable: Thrive independently from your home office.

• Problem-Solvers: Results-driven and client-focused.

• Client Advocates: Passionate about positive financial impact.